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Coca-Cola
KO

Overview Fund Activity

3,111 hedge funds and large institutions have $218B invested in Coca-Cola in 2024 Q3 according to their latest regulatory filings, with 234 funds opening new positions, 1,229 increasing their positions, 1,278 reducing their positions, and 96 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
3,111
Holders Change
+102
Holders Change %
+3.39%
% of All Funds
45%
Holding in Top 10
75
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+11.94%
% of All Funds
1.08%
New
234
Increased
1,229
Reduced
1,278
Closed
96
Calls
$2.17B
Puts
$1.75B
Net Calls
+$415M
Net Calls Change
-$22.4M

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$1.37B
2
Capital International Investors
Capital International Investors
California
+$915M
3
Fidelity Investments
Fidelity Investments
Massachusetts
+$805M
4
GQG Partners
GQG Partners
Florida
+$793M
5
AIM
Alphinity Investment Management
Australia
+$697M

Top Sellers

1
Millennium Management
Millennium Management
New York
-$502M
2
Citadel Advisors
Citadel Advisors
Florida
-$370M
3
State Street
State Street
Massachusetts
-$343M
4
BCF
BLS Capital Fondsmaeglerselskab
Denmark
-$264M
5
APG Asset Management
APG Asset Management
Netherlands
-$255M
Name Holding Trade Value Shares
Change 		Shares
Change %
FA
2626
Fountainhead AM
New Jersey
$289K +$3.38K +47 +1%
EL
2627
EWA LLC
Pennsylvania
$289K +$25.9K +414 +10%
MJP
2628
Michael J. Puzo
$287K – – –
MA
2629
McBroom & Associates
Nevada
$287K – – –
AWM
2630
Ariadne Wealth Management
California
$286K +$13.5K +212 +5%
DWP
2631
Destiny Wealth Partners
Florida
$286K -$287 -4 -0.1%
VFP
2632
Verus Financial Partners
Virginia
$286K -$14.3K -200 -5%
ME
2633
McIlrath & Eck
Washington
$286K +$9.92K +138 +4%
SWP
2634
Strategic Wealth Partners
Ohio
$286K +$10.3K +143 +4%
AWM
2635
Accel Wealth Management
Iowa
$285K +$20K +278 +8%
KWS
2636
Keystone Wealth Services
California
$284K -$1.08K -15 -0.4%
SC
2637
Solstein Capital
California
$284K – – –
AC
2638
Allstate Corporation
Illinois
$284K -$684K -9,525 -71%
GWAM
2639
Guardian Wealth Advisors (Minnesota)
Minnesota
$283K +$503 +7 +0.2%
VNA
2640
Valley National Advisers
Pennsylvania
$283K -$128K -1,779 -31%
KAS
2641
KPP Advisory Services
Kentucky
$283K +$1.37K +19 +0.5%
WA
2642
Wealthstream Advisors
New York
$282K +$8.26K +115 +3%
CFP
2643
Curran Financial Partners
South Carolina
$282K -$4.6K -64 -2%
6F
2644
626 Financial
Michigan
$282K +$503 +7 +0.2%
GAM
2645
Gemmer Asset Management
California
$282K – – –
AFG
2646
ABLE Financial Group
Arizona
$280K -$52.6K -732 -16%
FA
2647
Financial Advisors
Massachusetts
$280K – – –
CFGSD
2648
Compass Financial Group (South Dakota)
South Dakota
$278K -$7.26K -101 -3%
SEP
2649
Southland Equity Partners
Missouri
$278K -$31.3K -435 -10%
TWM
2650
TriaGen Wealth Management
California
$278K -$30.8K -428 -10%
104 105
106
107 108